VIAWEALTH, LLC

CIK 0001965401 · LEAWOOD, KS · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

VIAWEALTH, LLC reported 167 positions worth $198.8M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: NVDA (5.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$198.8M
2026 Q2
Positions
167
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
28.6%
Est. Net Flow (Q)
2026 Q2
10 / 167 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$11.0M5.53%54,930
2NOBLPROSHARES TRSH$6.7M3.36%118,800
3JAAAJANUS DETROIT STR TRSH$6.4M3.20%126,089
4MSFTMICROSOFT CORPSH$5.7M2.86%15,216
5RSPINVESCO EXCHANGE TRADED FD TSH$5.4M2.72%25,432
6AAPLAPPLE INCSH$5.1M2.58%17,748
7VCITVANGUARD SCOTTSDALE FDSSH$5.1M2.57%61,925
8GOOGLALPHABET INCSH$4.1M2.04%11,338
9GGGGRACO INCSH$4.0M2.01%52,795
10ABBVABBVIE INCSH$3.5M1.78%14,024

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does VIAWEALTH, LLC hold as of Q2 2026?

VIAWEALTH, LLC reported 167 positions worth $198.8M in its Q2 2026 13F filing. Largest positions: NVDA (5.5%), NOBL (3.4%), JAAA (3.2%), MSFT (2.9%) and RSP (2.7%).

What did VIAWEALTH, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did VIAWEALTH, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.